FICTIONAL WORKSHOP SOURCE
Casey Patel evidence interview
XL-P003-INTERVIEW | internal | 2026-10-30 | S01

Rowan: We are exploring S01, a CFO succession mandate. The first-year needs include cash forecasting, lender reporting and acquisition preparation. I will ask for examples and distinguish your role from the team's work.
Casey Patel: My closest relevant scope is finance integration workstream after two acquisitions; no deal-negotiation remit. I worked with a team of 11.
Rowan: Start with a decision you personally owned. What was happening before you acted?
Casey Patel: I mapped the two charts of accounts with local finance managers, tested a month of parallel reporting, then asked each unit to sign off the reconciliation.
Rowan: What alternative did you consider? I want to understand the choice rather than assume any improvement proves good judgment.
Casey Patel: One unit wanted to retain its legacy product codes. We preserved a local view while mapping it into the group view; forcing one chart immediately would have hidden useful detail.
Rowan: What changed, and how certain are you about the result?
Casey Patel: We delivered a common weekly pack. I have not measured the time saved and did not negotiate purchase terms.
Rowan: Who else contributed, and what would a reference be able to verify?
Casey Patel: Please ask the colleague who observed the work. My account alone should not be treated as independent confirmation. I am describing the work I owned, not every outcome of the business.
Rowan: I will ask for the relevant source and preserve any disagreement. A polished account is useful but it does not resolve missing evidence.
Casey Patel: That is fair. I would rather state the boundary than have an inflated summary sent to the client.
Rowan: One gap for follow-up is: Professional credential remains not checked; no negotiation leadership evidence. We will keep that visible.
Casey Patel: I can discuss the gap in the next conversation. Please do not turn an unanswered question into a negative finding.
Rowan: Availability and relocation remain separate questions. The directory location does not establish a willingness to move. We have not agreed either in this interview.
